WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.03B
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$3.5M
3
+$3.24M
4
GIS icon
General Mills
GIS
+$2.98M
5
MET icon
MetLife
MET
+$2.94M

Top Sells

1
+$6.95M
2
+$3.7M
3
+$3.49M
4
TRV icon
Travelers Companies
TRV
+$2.95M
5
CAT icon
Caterpillar
CAT
+$2.94M

Sector Composition

1 Healthcare 10.51%
2 Industrials 10.38%
3 Energy 9.71%
4 Financials 9.56%
5 Consumer Staples 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$25K ﹤0.01%
536
-165
752
$25K ﹤0.01%
1,055
753
$24K ﹤0.01%
660
754
$24K ﹤0.01%
1,802
755
$24K ﹤0.01%
2,314
756
$24K ﹤0.01%
200
757
$24K ﹤0.01%
524
758
$24K ﹤0.01%
722
-700
759
$24K ﹤0.01%
656
760
$24K ﹤0.01%
925
761
$23K ﹤0.01%
1,384
762
$23K ﹤0.01%
570
763
$23K ﹤0.01%
382
764
$23K ﹤0.01%
308
+228
765
$22K ﹤0.01%
280
766
$22K ﹤0.01%
635
-275
767
$22K ﹤0.01%
270
768
$21K ﹤0.01%
415
769
$21K ﹤0.01%
395
770
$21K ﹤0.01%
474
-155
771
$21K ﹤0.01%
550
772
$21K ﹤0.01%
280
773
$21K ﹤0.01%
500
774
$21K ﹤0.01%
1,000
775
$21K ﹤0.01%
1,731
29 30
31
32 33